See peer percentile detail. $4.99 for your first month.
Solo adds 10-year history, peer benchmarks, provider and welfare analytics, saves, and exports. Then $34.99 a month.
See the 10-year trajectory. $4.99 for your first month.
Solo adds 10-year history, peer benchmarks, provider and welfare analytics, saves, and exports. Then $34.99 a month.
| Provider | Service type | Compensation |
|---|---|---|
FIDELITY INVESTMENTS INSTITUTIONAL11+ years Service code 37 · EIN 04-2647786 | Loan Processing | $26,628 |
Form 5500 reported a failure to timely transmit participant contributions (Schedule H line 4a).
Plan reported corrective distributions (failed ADP/ACP testing).
The auditor signed off without reservation. This is the cleanest opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $154,279 | $119,446+29.2% | $150,045+2.8% | $85,563+80.3% |
| Participation rate | 96.5% | 75.4%+21.0pp | 82.3%+14.1pp | 66.0%+30.5pp |
| Annual return | 20.76% | 23.72%-3.0pp | 62.55%-41.8pp | 31.51%-10.8pp |
| Employer contribution / active EE | $7,428 | $4,078+82.1% | $4,693+58.3% | $2,654+179.9% |
| Participant deferral / active EE | $16,269 | $7,985+103.8% | $7,997+103.4% | $4,375+271.8% |
| Admin fee / account holder | $21 | $548-96.2% | $13,435-99.8% | $834-97.5% |